Customer Service Advisor Financial Services
3 Days Old
Customer Service Advisor
to join a growing
Intermediary (Broker) Team
within a well-established and respected financial services organisation. The Role
As a Customer Service Advisor, youll play a key role in supporting mortgage brokers and ensuring a smooth, high-quality service experience. Youll handle inbound enquiries, provide guidance on products and processes, and help build strong broker relationships. Key Responsibilities Manage inbound telephone calls and prioritise emails to shared business development inboxes Support brokers via LiveChat and online platforms Assist with product queries and new mortgage submissions Process new broker registrations within agreed SLAs (24 hours) Guide brokers through the online broker portal and available resources Promote a right-first-time approach to case submissions Act as an ambassador for the organisation and its services About You Strong written and verbal communication skills Excellent organisation, time management, and problem-solving abilities Confident decision-maker with a customer-first mindset Able to build and maintain professional relationships Knowledge & Experience Previous experience in customer service (financial services desirable) Understanding of the mortgage broker sector or intermediary environment Basic knowledge of UK mortgage regulation (FCA/PRA) or willingness to learn Whats on Offer
Permanent, full-time position Hybrid working
mainly remote after initial training (1 day per month in the office) Office location:
Saffron Walden. Supportive team environment with clear development opportunities Regulatory Commitment
Youll be expected to adhere to FCA and PRA individual conduct rules, demonstrating integrity, professionalism, and a customer-focused approach at all times. If youre looking to take the next step in your customer service or financial services career, wed love to hear from you.
TPBN1_UKTJ
- Location:
- United Kingdom
- Job Type:
- FullTime
- Category:
- Customer Service
